Know Your PMS · Monthly tearsheet

CARNELIAN CONTRA PORTFOLIO STRATEGY

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Sep_202620 months filedBM: S and P BSE 500 Total Return IndexBM: BenchmarkBM: BSE500TRI
Strategy page
CAGR
5.42%
Total return
9.20%
Max drawdown
-12.07%
Sharpe
0.36
Sortino
0.26
Calmar
0.45
Win months
60.00%
Best / worst month
12.0% / -12.1%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-1.96%3.49%-12.07%11.97%0.65%-0.80%4.24%2.00%-4.71%–––1.05%
2025
–-9.77%8.37%1.69%2.63%5.38%-4.34%-3.24%2.88%4.86%-0.01%0.64%8.06%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Mar_2026Mar_2026Jul_202612.07%4 mo
Feb_2025Feb_2025May_20259.77%3 mo
Jul_2025Aug_2025Dec_20257.44%5 mo
Sep_2026Sep_2026Ongoing4.71%1 mo · open
Jan_2026Jan_2026Feb_20261.96%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
19.12%
Downside deviation
21.11%